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Learn about improvements that are now available in ProcessMaker Platform Winter 2024.
The Inbox view for Requests and Tasks now provides greater clarity to distinguish each instance of a Process:
Case titles display information unique to that Process instance by optionally using Request variable values in that Request. Specify the Request variable(s) for Case titles from the Process configuration.
Sort and filter Tasks in your Inbox.
Table views are now cleaner.
Learn more from these documentation topics:
Cruise through your inbox in half the time. The requests and tasks view has been refined for enhanced clarity and provides the following features.
Search names for each task, clearly showing details like the name of the requestor.
Sort & filter tasks in your inbox.
Prioritize tasks based on urgency.
Sort tasks or requests by specific dates, facilitating better scheduling and timely completion.
View tasks assigned to specific individuals or teams, enhancing coordination and collaboration.
Click here to learn more.
Process Modeler has been enhanced for smoother, faster process editing. This release provides the following enhancements:
Drag and Drop Elements: Users can now easily drag and drop elements from the control rail to the canvas. Click-and-drop action remains available as well.
Undo/Redo Shortcuts: Keyboard shortcuts (Ctrl + Y/Ctrl + Z) have been added for undo and redo actions.
Pan Across Canvas with Hand Tool: Designers can now pan across the canvas by dragging the hand tool, allowing for fluid movement, zooming in and out, and precise focus on different sections of their designs.
Effortless Task Insertion: Adding new tasks is now simplified by placing them directly on the sequence flow arrow.
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PM Blocks now have the following improvements:
Pin PM Blocks to the Objects bar like other Process model objects.
Customize the default PM Block icon when configuring the PM Block. Designers using that PM Block may still change the icon on the specific PM Block object after it is placed in the Process model.
Map data from the data source to the Request's JSON data model
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The screen controls menu in the Screen Builder has a new layout with clearer choices and expandable categories. This improvement aims to provide users with a more user-friendly experience, allowing for easy access to screen controls facilitating quicker development of screens. Screen controls are now organized under the following categories:
Advanced
AI Assistant
Content Fields
Dashboards
Files
Input Fields
Navigation
Click here to learn more.
This Global AI Search functionality has been enhanced to make it easier to search for processes and tasks within ProcessMaker. The search bar now offers suggestions and relevant filter options, simplifying the process of composing search queries.
Click here to learn more.
The Script Editor interface has been enhanced to allow for easier script creation. The redesign introduces a more intuitive interface, offering clearer choices and improved interactions. It is easier to select a language for your script and configured basic and advanced script settings.
Click here to learn more.
This feature introduces enhanced authentication in ProcessMaker by integrating with Keycloak login capabilities and external Identity Providers (IDPs). Users can effortlessly transition between systems, eliminating the need for repeated login details. Key highlights include:
ProcessMaker as an Identity Provider (IDP): Users can log in not only to ProcessMaker but also to external IDPs using the same credentials, ensuring a unified authentication experience for improved convenience and security.
Central Keycloak Server: The central Keycloak server acts as a central hub for authentication and authorization, establishing trust relationships with external IDPs. This allows users to utilize existing credentials and access rights seamlessly.
Centralized Database: A central database serves as a common data store, ensuring consistency and simplifying data synchronization for improved efficiency.
Password and login options have ben enhanced to include the following:
Two Factor Authentication: Enhance security with an additional authentication step involving a one-time password (OTP) sent to either cellphone or email.
Password & Login Options: Configure passwords based on organization security policies, including criteria like character types, length, expiration, and failed login attempts.
Session Control: Administrators can restrict open sessions for a user in two ways:
Restriction by IP: Restricts login attempts by the same user from different IPs.
Device Restriction: Restricts login attempts by the same user from different devices.
Password Reset: Users can conveniently reset their passwords for improved account management and security.
Click here to learn more.
Project granular permissions allow Project Owners to define who can create, edit, remove, or assign assets within a project. Users see all available asset actions in the ellipsis menu, ensuring transparency and efficiency. Additionally, when users create and publish a new asset, they seamlessly return to the Project list, improving the user experience.
ProcessMaker Platform Winter 2024 Release Notes.
ProcessMaker Platform Winter 2024, our latest enterprise product release, is a state-of-the-art, cloud-based SaaS solution that enables Hyper-Productivity with the transformative power of Intelligent Automation.
Release notes are cumulative with all previous ProcessMaker Platform releases, and document new features, improvements, bug fixes, and/or known issues associated with this release.
See the Winter 2024 Quick Start Guide.
With ProcessMaker Platform Winter 2024 comes the following new features and improvements. Please contact your Sales representative or Enterprise Customer Success Manager to learn more.
Here's what's new in ProcessMaker Platform Winter 2024 release:
With these powerful new features and improvements, ProcessMaker merges automation with AI: beyond basic workflow automation that orchestrates complex process automation. Enter the Hyper-Productivity frontier.
All existing ProcessMaker Platform users automatically upgrade to ProcessMaker Platform Winter 2024 seamlessly and continue to leverage best-in-class technology. The transition does not disrupt your ongoing business operations and you do not need to take any additional actions to benefit from this release.
For users on ProcessMaker 3, the minimum version required for an upgrade to ProcessMaker Platform Winter 2024 is 3.8.0. After upgrading, ProcessMaker 3 customers can access/edit all their current ProcessMaker 3 processes using the PM Classic feature. However, any new Processes must be created in ProcessMaker Platform Winter 2024.
See the ProcessMaker Platform and PM Classic.
Learn about new features now available in ProcessMaker Platform Winter 2024.
Guided Templates are step-by-step wizards that assist in creating processes based on specific use cases. Users, even those without design skills, can quickly configure processes through the wizard. Once configured, the process is published in Process Launchpad for immediate use. Notifications alert participants to assigned tasks. Explore available Guided Templates in Process Launchpad, such as invoice approval for Finance. Simplify process creation and collaboration effortlessly.
Click here to learn more.
The Process Launchpad lets you initiate new requests effortlessly, saving you precious minutes every day. No more digging through a haystack of tasks. Stay on top of your game without the headache of a single per-process page. Dive deep into process details. Understand the purpose, description, and intricacies of each process right from the Process Home Page. See at a glance how many requests you've handled and gain insights into your efficiency. It's not just about tasks; it's about mastering your processes. Click here to learn more.
Introducing End-to-end Process Generation! Our AI assistant now automatically creates forms, scripts, and sub-processes requiring no manual variable configuration. Simply describe your process in natural language, and watch as task generation seamlessly flows from one to the next. Our all-in-one AI assistance offers the following benefits:
Rapid Process Creation: In minutes, create a fully functional process using natural language descriptions.
User-Friendly Interface: No complex configurations. An intuitive interface for all users.
Efficient Workflow: Forms and scripts integrate automatically, ensuring a smooth, hassle-free workflow.
Click here to learn more.
Collaborate with Process Designers simultaneously while designing your Process model. Leverage the diverse perspectives and expertise in your organization to build your Process model. In doing so, collaborators can make edits concurrently. Collaboration facilitates faster iterations, more innovative thinking, accelerated design decisions, and improved productivity by providing each other with immediate feedback.
Tag your collaborators in comments directly within Process Modeler to discuss workflow design. Comment recipients receive your comments as a notification.
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The Case Counter is a new chart type that automatically counts and tracks Cases for Processes in your organization. Now save time from counting and tracking Cases, which is a time-consuming and error-prone procedure when done manually.
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View links to system requirements and special instructions to install the on-premises ProcessMaker Platform open-source edition.
ProcessMaker Platform Winter 2024 user documentation and Release Notes may change without notice.
Current production version: ProcessMaker Platform Winter 2024.
ProcessMaker Platform Winter 2024 requires the following newer system requirements than those from ProcessMaker 4.4.x:
MySQL 8.0
PHP 8.1 or later
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See these prior to installing the ProcessMaker Platform open-source edition on-premises.
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